Anthropic Becomes SpaceX's Largest Single Customer, Contributing One-Third of Monthly Revenue
SpaceX's regulatory filings reveal that approximately 34.5% of its revenue last quarter came from a single client in its AI division. Sources familiar with the matter identify this client as Anthropic. Anthropic signed a compute capacity agreement with SpaceX this year, committing to spend up to $120.5 billion over the contract term. Starting in December, this translates to roughly $3.1 billion in monthly revenue for SpaceX.
Anthropic Becomes SpaceX's Largest Single Customer, Contributing One-Third of Monthly Revenue
SpaceX stated in a regulatory filing last week that approximately 34.5% of its revenue in the last quarter came from a single customer in its AI division, now known as Super Intelligence, which provides computing power services. Sources familiar with the matter said that "Customer B" mentioned in the filing is Anthropic.
Earlier this year, Anthropic signed an agreement with SpaceX to use computing power from the latter's data center in Memphis, Tennessee. Anthropic's IPO disclosure documents show that the company agreed to spend up to $120.5 billion over the contract term ending in 2029. Starting from December this year, this amounts to approximately $3.1 billion in monthly revenue.